Appendix table of contents

FRAMEWORKS

TOOLS and RESOURCES

• Access codes/inclusive access/assessment platforms
• Accessibility
• Adoption
• Advocacy
• Affordability
• Assessment
• Attributions and citations
• Authoring, editing, and publishing
• Case studies
• Certification
• Collections and repositories
• Competency
• Conference planning
• Contracts
• Copyright and open licences; public domain
• Course mapping/tracking
• Course markings (OER or TZC)
• Course redesign with OER
• Creative Commons
• Directories
• Equity, diversity, inclusion (EDI)
• Exams/proctoring/assessments
• FAQ examples
• Fellowships
• Fonts
• Grants for OER
  • Evaluation rubrics
  • Proposal examples
  • Time release/reassignment
• Hiring
• Homework systems including H5P
• Identity and access management
• International students
• Introduction to OER
• Learning Management Systems (LMS)
  • How to embed OER in an LMS
• Libraries/librarians
• Licences
• Maps
• Metadata for OER
• Miscellaneous
• Monographs
• OER evaluation/review
• OER sharing/tracking
• Open development
• Open access vs. OER
• OEP/pedagogy
• Open science
• Policy, strategy, guides
• Positions and job descriptions
  • Roles and competencies
• Presentations
• Professional development funding
• Programs
• Promotion
• Publishing
• Reporters/reporting/media
• Research network
• Search for OER
• Software
• Sprints (textbook, ancillary/supplemental resources, other)
• Students
  • Support resources
• Supplemental materials
• Surveys (forms and results)
• Sustainability
• Syllabus search and sharing
• Teaching online
• Technology
• Tenure and promotion
  • Tenure examples
• Theses/dissertations
• Training
• Transcription/translation tools
• University Design for Learning (UDL)
• Videos
• Zero Textbook Cost (ZTC) programs

FRAMEWORKS

CARE Framework

Toward a sustainable OER ecosystem: The case for OER stewardship – March 4, 2018 (Lisa Petrides, Douglas Levin, and C. Edward Watson)

Copyright Network Platform

Brings together experts in copyright law and policy to push for policy, legislative, and regulatory change in copyright at the international and national levels that upholds the public interest, as well as enriches and protects the public domain. For details on the Platform’s goals, principles, objectives, and rationale, click here

Effective Teaching and Higher Ed (draft)

Draft Framework for Effective Teaching and Higher Ed by J. Gregory McVerry

Good Actors List

Guidelines for Publishers and other entities who want to be “good actors in the Open Education Community.

Open Education Platform

The Open Education Platform brings together a global open education community (1000+ members from 75+ countries) to support and facilitate multinational, collaborative open education content, practices, and policy activities.  For details on the Platform’s goals, principles, and objectives, click here.

Open GLAM Network Platform

The Open GLAM (galleries, libraries, archives, and museums) Platform is working to provide a space to share resources, enhance collaboration, and raise awareness on open access to digital cultural heritage. The plan includes the publication of the Declaration on Open Access for Cultural Heritage and a White Paper that informs the Declaration.

RISE (Resource, Inspection, Selection, Enhancement)

Bodily, R., Nyland, R., Wiley, D. (2017). The RISE Framework: Using learning analytics to automatically identify open educational resources for continuous improvement. IRRODL, 18(2).

The 5 Rs

The access compromise and the 5th R – March 5, 2014 (David Wiley)

Commercial Platforms that Utilize OER Assessment Tool

OER REMIX: The Game [print version] and [online version]

Open Source Apps for Educators

UNESCO OER Recommendation

Draft text – April 18, 2018

Final text – October 8, 2019

TOOLS and RESOURCES

Access codes/assessment platforms

• Automated Billing: Student Perspective
• Commercial Platforms that Utilize OER Assessment Tool
• The Evolution of Affordable Content Efforts in the Higher Education Environment: Programs, Case Studies, and Examples
• Inclusive Access: A community-driven initiative to raise awareness of the facts about automatic textbook billing

Accessibility

Also see Equity, Diversity, Inclusion (EDI) and UDL

• Accessibility Case Studies for Scholarly Communication Librarians and Practitioners
• Accessibility Hub (Niagara College)
• Canadian Digital Security Accessibility Handbook
• DIY Accessibility Checking
• An Editing Interface to Support the Publication of Accessible Education Resources (Research and projects of Inclusive Design Graduate students at OCAD University) – this blog is not openly-licensed
• How to Creative Inclusive and Accessible OER video – October 16, 2019 for CARL (Josie Gray, BCcampus)
• The Intersection of Accessibility and Open Education Resources (Open Oregon)
• Nova Scotia Post-Secondary Accessibility Framework (Council of Nova Scotia University Presidents) – June 2020
• OER Accessibility Evaluation Rubric (Affordable Learning Georgia)
• STEM OER Accessibility Framework (ISKME, SERC)
• Supporting Students with Disabilities in BC Postsecondary course
• Universal Design for Learning (UDL) for Inclusion, Diversity, Equity, and Accessibility (IDEA) (eCampus Ontario)

Adoption

• Creating an OER roadmap (CCCOER)
• Karen Pikula’s OER Learning Circle Model
• OER Adoption Impact Calculator (Lumen Learning)
• Roadmap to OER adoption (CCCOER)
• Student-Centered Course Material Adoption: Best Practices (Open Oregon)
• Textbook Affordability Plans (Open Oregon)

Advocacy

• OER: A field guide for academic librarians. Editors cut.
• OER advocacy plan worksheet (SPARC)
• Open Education Benefits, Version 2 (An ENOEL Toolkit)

Affordability

• Affordable Course Content Comparison Table

Assessment

• Commercial platforms that utilize OER assessment tool (Google Sheet, Abbey Elder)
• EDCI 702: Curriculum, Instruction, and Assessment
• On Assessment: An Exploration of Emerging Approaches

Attributions and citations

• Open Attribution Builder

Authoring, editing, creating, and publishing

• Assignment Calculators (treat book writing like an assignment)
• CuboCube
• Copy editing – from an anti-oppressive perspective (workshop slides)
• Editoria
  • What is Editoria? An Orientation (video)
• Exploring the Value of Canada’s library Publishers
• Guidelines for Ethical Editing of Student Texts
• Karen Pikula’s OER Learning Circle Model
• Library Publishing Competencies (Library Publishing Coalition)
• Library Publishing Directory (Library Publishing Coalition)
• Markdown Converter: Publishing OER in Markdown
• Open Author
• Open Journal Systems
• Open Research Europe
• Open Scholars Press
• Open textbook publishing guide (Open UBC)
• OPUS – KPU’s open publishing suite
• The Rebus Guide to Publishing Open Textbooks (So Far)
• Ryerson Open Moments
• Science Open
• Templates (Pressbooks) for faculty to import front and back matter (Open UBC)
• Time estimates for tasks in the OER creation workflow (Open UBC)
• Tools for Creating OER: Selecting appropriate Technologies (U. Regina)
• Wayback Machine: Save Page Now

Case studies

• ZTC California case studies (CCCOER)
• ZTC case studies (CCCOER)

Certification

• Creative Commons Certificate
• Mural of Open: Advanced certificate in innovation and open education
• OTN Certificate in OER Librarianship

Collections and repositories

• See General Collections in the OER by Discpline Directory

Competency

• Open Competency Models

Conference planning

• Open Conference Systems

Contracts

• Author Agreements (MOUs) and Contracts (U Minnesota)
• MOU for Students and Faculty (Rebus)
• Student Release of Course Materials for Public Availability (Open Oregon)

Copyright and open licences; public domain

• BC Commons License
• CASE Act (U.S.)
  • Copyright Claims Board: main web site, FAQ, Library and Archive Opt Out List
  • Case Act Toolkit
• Code of Best Practices in Fair Use for Open Educational Resources: A Guide for Authors, Adapters & Adopters of Openly Licensed Teaching and Learning Materials and commentary by Stephen Downes (Feb 2, 2021)
• Copyright in a crisis guidelines (Open Oregon)
• Copyright Network Platform (CC)
• Copyright term and Canada’s public domain
• Cost vs. licence: see chart in blog
• Creative Commons: Statement of Enforcement Principles
• Do No Harm License (GitHub)
• Downloadable simple guides to copyright law
• Hippocratic License 3.0 (HL3): An Ethical License for Open Source Communities
• Licence OpenEdition
• Marking Works Technical
• Marking your work with a CC license
• Ontario Commons License
• Ontario Commons License – No Derivatives
• Opening Up Copyright Instructional Modules (University of Alberta Libraries)
• Remixing Open Sources with Conflicting Licenses (Open Oregon)
• The National Forum Open Licensing Toolkit
• The Ultimate Guide to Copyright, Fair Use, and Creative Commons for Educators (The Edublogger)
• Understanding Rights Reversion (regaining copyright from a publisher) by the Authors Alliance

Slide decks

• Clearing the weeds: Copyright and licensing with OER (Maricopa)
• Copyright and CC licenses 101 (Ethan Senack, Creative Commons)
• Creative Commons, the 5Rs, and OER (David Wiley, Lumen Learning)
• Introduction to Canadian Copyright and Open Licensing for OER (Amanda Wakaruk, University of Alberta)
• OER for law forum (Cable Green, Creative Commons)

Course mapping/tracking

• Blank course map template (Carrie Gits, Austin Community College)
• Course Mapping Companion Kit

Course markings (OER or ZTC)

• Course schedule marking survey (maintained by OpenStax)
• Course catalog designators: Administrative guide (Affordable Learning Georgia)
• Implementation Guide of OER and Low-Cost Labeling Policies (Washington Community and Technical Colleges)
• Marking open and affordable courses: Best practices and case studies
• Material Costs in the Schedule FAQ (Portland Community College)
• Toolkit for OER course markings (University of Texas Arlington Libraries)

Course redesign with OER

• Articulation, Curriculum, and Open Educational Resources (Academic Senate for California Community Colleges)
• Fit for Online Learning: Your Handbook to Teaching Online (Open Education Alberta)
• Redesigning your course (OpenOregon)
• Tips when planning an online course (BCcampus)

Creative Commons

• Also see Licences
• Creative Commons: An Educator’s Course Guide to Creative Commons
• Creative Commons Certificate

Directories

• Connect OER
• OER by Discipline Directory
• PNW OER Directory
• Wikiversity (see OER adoptions)

Equity, diversity, inclusion (EDI)

• Antirascim Toolkit for Black, Indigenous, and People of Color (C4DISC)
• Diversity Inclusion as a Leadership Strategy template
• Equity and Open Education Faculty Cohort course (Open Oregon)
• The Equity Through OER Rubric (DOERS3)
• Guidelines on Inclusive Language and Images in Scholarly Communication (C4DISC)
• Inclusion, Diversity, Equity, and Anti-Racism (IDEA) in Open Publishing
• Inclusive Language Guide (EDUCAUSE)
• Leveraging Open Educational Resources to Advance Diversity, Equity, and Inclusion: A Guide for Campus Change Agents (AAC&U)
• Making Ripples: A Guidebook to Challenge Status Quo in OER Creation (Rebus)
• The OER Equity Blueprint Case Studies
  • Affordable Learning Georgia and Accessibility
  • BCcampus and Accessibility
  • Ohio State University’s Racial Justice Grant Program to Increase Diverse Voices in Course Materials
• Online Equity Rubric (Peralta Community College District)
• Remixing Open Textbooks through an Equity Lens (ROTEL)

• Teachers as Content & Knowledge Creators: Understanding Creative Commons, OER, and Visual Literacy to Empower Diverse Voices

• Tool for Identifying Bias in Sources
• Universal Design for Learning (UDL) for Inclusion, Diversity, Equity, and Accessibility (IDEA) (eCampus Ontario)

Exams/proctoring/assessments

• edx proctoring (on GitHub); instructions for using edx proctoring
• Open Assessments
• Safe Exam

FAQ examples

• Open Education FAQ (CARL/ABRC)
• Welcome to the OER FAQ (Open Oregon)
  • Library-DIY (GitHub)

Fellowships

• OER Research Fellows

Fonts

• SIL Open Font License

Grants for OER

Evaluation rubrics

• Alternative Textbook Grant – Scoring Rubric (University of Oklahoma)

• Continuous Improvement Grants Proposal Evaluation Rubric (Affordable Learning Georgia)
• Grants Proposal Evaluation Rubric (Affordable Learning Georgia)
• Grant Proposal Scoring Rubric
• OER Grant Program Scoring Rubric (Iowa State University)

Proposal examples

• Affordable Learning Georgia
• BCcampus Open Education
• British Columbia Institute of Technology
• ISU Example OER Mini-Grant Documents
• Kwantlen Polytechnic University
• Maryland Open Source Textbook (MOST) Initiative High-impact OER Mini-Grant Program Guide
• Open Oregon
• Portland State University
• Simon Fraser University
• Thompson Rivers University
• University of British Columbia
• University of Northern British Columbia

Time release/reassignment

• Blog: OER adoption incentives: reassigned time vs. stipends

Hiring

See Positions and job descriptions

Homework systems including H5P

• H5P
• The H5P PB Kitchen
• The H5P OER Hub
• Lumi: Creative, edit and view interactive content
• Revise and remix with H5P (MERLOT/Skills Commons/H5P)
• WeBWork
  • Accessibility Guide

Identity and access management

• Keycloak

International students

• How KPU Can Positively Impact International Students (from Kwantlen Polytechnic University)
• Getting to Know Your International Students

Introduction to OER

• OER 101
• OER Activities for Workshops, the Classroom and for Self-study
• OER and Online Learning: Faculty Quick-Start Guide
• OER Cards (Open SUNY)
  • Answer Cards
  • Question Cards
• OER Champion Playbook
• Open Education Challenge Series (BCcampus)
• Open Education Handbook
• Open Educational Resources (American Library Association)
• Open Educational Resources: Basics & Beyond (Online Consortium of Oklahoma Press)
• Texas Learn OER
• The Art of Serious Game Design: A hands-on workshop for developing educational games: Facilitator guide
• The OER Starter Kit
• OER Toolkit

Learning Management Systems (LMS)

• Canvas by Instructure; on GitHub
• Django for Everybody (DJ4E)
• Moodle
• MyOpenMath
• PostgreSQL
• Python for Everybody (PY4E)
• Sakai
• Web Applications for Everybody (WA4E)

How to embed OER in an LMS

• How to Use the OER Commons LTI Tool

Libraries/librarians

• Accessibility Case Studies for Scholarly Communication Librarians and Practitioners
• ACRL/CJCLS OER Librarian Toolkit
• Affordable course materials: Electronic textbooks and open educational resources (An ALCTS Monograph) – (American Library Association)
• Got a minute? Instruction tune-up for time pressed librarians
• Librarians as Open Education Leaders: Responsibilities and Possibilities
• Library Publishing Competencies (Library Publishing Coalition)
• Library Publishing Directory (Library Publishing Coalition)
• OER: A field guide for academic librarians. Editors cut.
• OER + ScholComm
• OER Toolkit (College Libraries Ontario)
• Open education: Librarian tool box (Virginia Tech)
• Open Educational Resources (American Library Association)
• OTN Certificate in OER Librarianship

Licences

• Apache licences
• BC Commons Licence
• Creative Commons licences
• GNU licences
• OER-QMS licence
• Open Digital Rights Language (ODRL) editors and licences
• Pixabay licence
• Responsible AI Licenses
• SIL Open Font License

Licences – choosing

• Choose an open source license
• Creative Commons: choose a licence
• Open Attribution Builder
• Open Source Initiative

Maps

• OER World Map
• OpenStax textbooks adoptions map

Metadata for OER

• OER Metadata Rosetta Stone (OER Discovery Working Group)

Miscellaneous

• All Aboard: Digital Skills in Higher Education
• Helpful Resources (CCCOER)
• JupyterLab: web-based interactive development environment for Jupyter notebooks, code, and data (open source)
• OER Toolkit (College Libraries Ontario)
• Open MRS: open source medical record system platform
• Open Syllabus Explorer
• SPEC Kit 351: Affordable Course Content and Open Educational Resources (July 2016)

Monographs

• COPIM: Community-led Open Publication Infrastructures for Monographs
• Open Monograph Press

OER evaluation/review

• Administrator Checklist for Evaluating Course Materials (Open Oregon)
• Faculty Checklist for Evaluating Course Materials (Open Oregon)
• OER Accessibility Evaluation Rubric (Affordable Learning Georgia)
• OER Pros/Cons and Evaluation Methods (University of the Pacific)
• OER Review Standards and Approval Rubric: United States Edition
• Open textbooks review criteria – rubric (Open Education Network)
• Student Checklist for Evaluating Course Materials (Open Oregon)
• Textbook Evaluation Toolkit (CUNY)

OER sharing/tracking

• OER content sharing template (Abbey Elder, Iowa State University)

Also see Course mapping/tracking

Open development

• Critical Perspectives on Open Development: Empirical Interrogation of Theory Construction

Open access vs. OER

• Differentiating between open access and open educational resources, v 1.1 (Virginia Tech)
• How open is it? (PLOS)

OEP/pedagogy

• Practical Guidelines on Open Education for Academics: Modernising higher education via open educational practices
• Evolving into the open: A framework for collaborative design of renewable assignments (chapter in Open Pedagogy Approaches)
• Your Discomfort Is Valid: Big Feelings and Open Pedagogy (Open Oregon)
• Examples of OEP assignments:
  • Building an open textbook: book outline and instructions on how to write a section (Butte College)
  • Writing content for an open textbook (Butte College)
• Opening Knowledge Practices (OKP) Learning Experience Bingo 2.0 (Nate Angell)
• Open Pedagogy (JIBC)
• Open Pedagogy Community of Practice (University of Alberta)
• Open Pedagogy & Student Discomfort (Open Oregon)

Open science

• Roadmap for open science (Canadian government)
• Science Open

Policy, strategy, guides

• Advice: Strategic planning teams (Open Oregon)
• Growing Up: A Maturity Model for Open Education
• Guidelines on the development of open educational resources policies (UNESCO, Commonwealth of Learning)
• Institutional OER Policies: Literature Review and Environmental Assessment (Canadian Association of Research Libraries)
• Karen Pikula’s OER Learning Circle Model
• OER Policy Registry
• OER State Legislative Guide / OER State Policy Playbook (U.S.)
• OER State Policy Tracker (U.S.)
• OER Strategic Planning Intro/Best Practices (Open Oregon)
• Open Educational Resources Policy (The University of Edinburgh)
• Open Educational Resources Strategic Framework (University of Wisconsin-Madison)
• Open Education Resources Task Force Report (Penn State)
• Open Oregon: Strategic Planning Templates
• Open Oregon: OER policy brainstorm – DRAFT
• OUSA Interim Policy Paper: Open Educational Resources
• Policies and Procedures: Use of open educational resources (Tidewater Community College)
• Policy and Open Educational Resources in Hawaii, the Story of SB 2328
• ROARMAP (Registry of Open Access Repository Mandates and Policies)
• SAIT Open Education Strategic Plan, 2018-2021
• SPARC: List of North American OER Policies & Projects
• UNESCO recommendation on open educational resources
• WSU Open Education Resources (OER) Policy
• Z-Degrees (ZTC) in Oregon
• ZTC Style Guide Packet (College of the Canyons)

Positions and job descriptions

• Champions & coordinators (Affordable Learning Georgia)
• Hiring an OER Specialist (course)
• Open education position descriptions (for job postings)
• Open Education Resource Project Manager (Pierce College)
• Provost’s Open Education Resource Fellowship

Roles and competencies (Open Educators)

• RLOE: Professionalism of the Open Educator

Presentations

• Presenter Toolkit: Creating and Facilitating an Accessible Presentation

Professional development funding

• Application for OER Professional Development Funding (example)
• OER Funding Amounts and Types

Programs

• Institutional Partner Program (OpenStax)
• Open Education Leadership Program (SPARC)

Promotion

• Promoting OER summer action plan checklist

Publishing

• See Authoring, editing, and publishing

Reporters/reporting/media

• Reporter Guide: Open Educational Resources
• Social Press Kit: OER

Research network

• Science Open

Search for OER

• Common Crawl
• Creative Commons Search
• Open Education Tagger

Software

• CC Open Source

Sprints (textbook, ancillary/supplemental resources, other)

• Sprint Toolkit (UBC)
• BookSprints
• Book sprint
• Guide to OER sprinting
• Open pedagogy at the Open Textbook Sprint
• Post-textbook sprint: BC in a Global Context
• September 2019 OER sprint releases – English Composition and UH Microeconomics

Students

• Advocacy: Student Advocates

  • The Student OER Advocacy Training Guide: A deeper look into developing sustainable, inclusive internship practices

• Open Licenses for Students:
  • Attributions step by step
  • Citations vs. attributions
  • Open licenses step by step
  • Openly licensing your work
  • Student release of course materials for public availability
• Student Government Resource Center
• Student textbook tales videos
• Student Watch: student buying behaviours for course materials, etc. (not openly-licensed)

Support resources

• NECC Student Guide to Open Educational Resources (Massachusetts)
• OER Student Advocate Toolkit (California)
• OER Student Toolkit (BCcampus)
• Student Government Toolkit (Open Textbook Alliance)
• Textbook Affordability Student Toolkit (Open Oregon)

Supplemental materials

• OpenStax Tech Scout

Surveys

FORMS

• California OER Council Adoption Survey Appendix E
• UTA CARES Student Survey 
• ZTC student experience survey

RESULTS

• CUNY: ZTC student survey
• OER Research Hub: attitudes, perceptions of OER/OEP, and impact on teaching and learning

Sustainability

• But is it sustainable? (Open Oregon)
• DOERS3 (Driving OER Sustainability for Student Success)
• RLOE Sustainability Guide: from Regional Leaders of Open Education Initiative (RLOE)

• SUNY OER Sustainability
  • OER Sustainability Self Assessment Tool

• The Tidewater Z-Degree and the INTRO Model for Sustaining OER Adoption

• Toward a sustainable OER ecosystem: The case for OER stewardship

Syllabus search and sharing

• Open Syllabus Explorer

Teaching Online

• Conferencing Tools for Teaching & Learning: Best practices

Technology

• Open EdTech Global 2019: Barcelona Blueprint

Tenure and promotion

• OER in Tenure and Promotion (DOERS3) by Amanda Coolidge, Andrew McKinney, and Deepak Shenoy
• Practitioner Perspectives: The DOERS3 Collaborative on OER in Tenure and Promotion 
  • Also published by BCcampus News: Practitioner Perspectives: The DOERS3 Collaborative on OER in Tenure and Promotion

Tenure examples

CANADA

• University of British Columbia: Tenure, Promotion & Reappointment for Faculty Members (See pages 16, 19, and 48: Contributions to the practice and theory of teaching and learning literature, including publications in peer-reviewed and professional journals, conference publications, book chapters, textbooks and open education repositories / resources.)

UNITED STATES

• Grand Valley State University (Michigan): Faculty Responsibilities in the Area of Scholarly/Creative Activity (tenure/promotion accommodate OER, specifically: “Open-access trade/text books, if quality has been established through an appropriate disciplinary process.”)

Theses/dissertations

• Open Access Theses and Dissertations (See Advanced Search Options to search for papers with a CC licence.)

Training

• ACC Learn OER
• Creative Commons Certificate
• OTN Certificate in OER Librarianship
• Ryerson Open Moments
• Tutorial 1: Finding free and open resources (Affordable Learning Georgia)
• Tutorial 2: Finding free and open resources (Affordable Learning Georgia)

Transcription/Translation tools

• From the Page
• Scribe
• Scripto

Universal Design for Learning (UDL)

Also see Accessibility

• The Inclusive Classroom: Open educational resources (SNOW)
• UDL on Campus
• Universal Design for Learning (UDL) for Inclusion, Diversity, Equity, and Accessibility  (IDEA)
• Universal Design for Learning: A Practical Guide

Videos

• Creative Commons Video Bumpers
• Opencast Video Solution: Free, open source video capture, distribution and management system for academic institutions.

Zero Textbook Cost (ZTC) programs

• Overview (Florida Virtual Campus)